1WA

180 Wealth Advisors Portfolio holdings

AUM $821M
1-Year Est. Return 35.01%
This Quarter Est. Return
1 Year Est. Return
+35.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$458M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.18M
3
+$990K
4
TWLO icon
Twilio
TWLO
+$675K
5
CLF icon
Cleveland-Cliffs
CLF
+$544K

Top Sells

1
+$2.62M
2
+$978K
3
+$503K
4
CVX icon
Chevron
CVX
+$464K
5
MO icon
Altria Group
MO
+$436K

Sector Composition

1 Technology 24.98%
2 Consumer Discretionary 11.45%
3 Healthcare 8.37%
4 Industrials 6.3%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$498K 0.11%
12,200
+2,259
177
$494K 0.11%
11,900
-260
178
$493K 0.11%
8,827
+250
179
$490K 0.11%
1,120
-6
180
$483K 0.11%
18,420
-1,793
181
$482K 0.11%
2,788
-53
182
$480K 0.1%
3,673
-73
183
$480K 0.1%
7,530
+491
184
$478K 0.1%
2,509
-14
185
$465K 0.1%
8,790
-469
186
$464K 0.1%
8,915
+67
187
$463K 0.1%
10,479
-365
188
$458K 0.1%
944
-251
189
$457K 0.1%
1,257
-24
190
$455K 0.1%
8,500
+75
191
$454K 0.1%
4,177
+484
192
$452K 0.1%
3,292
+1,178
193
$450K 0.1%
1,777
-172
194
$450K 0.1%
4,079
-108
195
$448K 0.1%
2,998
-181
196
$447K 0.1%
13,206
-1,697
197
$446K 0.1%
395
-8
198
$446K 0.1%
98,735
+4,819
199
$445K 0.1%
3,647
+398
200
$442K 0.1%
1,868
-30
6 7
8
9 10